What’s New on LinkedIn: August – October 2019

LinkedIn is constantly changing. It can be hard to keep up with the latest features and policy changes, so we’ve made it easy for you to stay up to date by creating a quarterly roundup of what’s new on this professional networking platform. Over the past few months,...

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4 Ways to Boost Your Online Marketing Strategy

For years, advisors have been able to grow their businesses by using referrals and seminars. In our podcast, we often talk about why those strategies have been successful for advisors so far.  While those two ways of prospecting show decent results for advisors,...

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3 Wasted LinkedIn Opportunities

Did you know that LinkedIn can be a highly effective prospecting tool for advisors?  LinkedIn is 277% more effective in generating leads than Twitter and Facebook, according to a Hubspot study. The study points out that LinkedIn users who visit websites come in more...

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5 Ways Podcasting Makes You a Better Advisor

Yes, podcasting will make you a better advisor in many ways. I’d go so far as to say that podcasting makes our lives better, one idea at a time. But today, I’ll start by telling you how it can make you a better advisor.  It Makes You a Better Communicator Being a good...

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10 Social Media Tools to Elevate Your Team’s Skills

Communication has fundamentally changed.  As an advisor, you must communicate with your clients and prospects in the medium they prefer, while they are there. This is the truth we live with today.  I’m talking about getting your firm active on social media. There are...

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The Truth About Marketing ROI for Advisors

Marketing is often critiqued or questioned about its ROI. But to be honest, it can be very difficult to measure the TRUE effect of marketing.  In the past, advisors got consistent results with marketing initiatives like seminars, running ads, or launching referral...

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4 Things Really Great Podcast Hosts Do

A while ago, I was given the gift of interviewing Celeste Headlee for our Top Advisor Marketing Podcast. Celeste is a well known public radio journalist, news reporter, podcaster, and author. Considering that her book Heard Mentality has been a go-to for me — my...

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What’s New on LinkedIn: May – July 2019

Social media platforms like LinkedIn are constantly changing. It can be hard to keep up with the latest features and policy changes, so we’ve made it easy for you to stay up to date by creating a quarterly roundup of what’s new on this professional networking...

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4 Reasons Your Podcast Doesn’t Need iTunes Syndication

Podcasts offer an incredible medium for consumers (i.e. investors) to develop relationships with potential advisors.  Remember, sourcing a new financial advisor is a massive decision for consumers to make. In the same vein, podcasts provide advisors the opportunity...

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Podcasting Stats Every Advisor Should Know

Podcasting is an engaging medium and the recent advancements in podcast analytics are confirming what many have thought —it’ll be a cornerstone tactic in any relevant marketing strategy for advisors and fincos for many years to come.  Here are some of the most...

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8 Tips for Creating Great Visual Content on Social Media

As social media becomes more and more popular for financial advisors, the market has become more and more inundated with content. Everyone is saying something, so we want your information to be saying more, louder. But how? By creating great visual content. Adding...

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Time & Space : Placing Value on YOU

Many of you have been entrepreneurs longer than I have.  For the last 15 years, I have been running my life and businesses like I was going to die tomorrow. Many of you know that is how it feels with being an entrepreneur.  You are only as good as your last meal...

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Social Media Changes – March 2019

The social media world is constantly changing. It can be hard to keep up with all of the latest features and policy updates, so we’ve made it easy for you to stay in the loop by creating a monthly roundup of what’s new on Facebook, LinkedIn, Instagram, and Twitter....

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Tips For Creating Engaging and Timely Marketing Calendars

When it comes time to sit down and create your social media calendar for the month it can become daunting.  First off, as an advisor, you’re trying to keep your social media human — which means stifling your natural urge to talk about the markets. Secondly, you’re...

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Social Media Changes February 2019

The social media world is constantly changing. It can be hard to keep up with all of the latest features and policy changes, so we’ve made it easy for you to stay up to date by creating a monthly roundup of what’s new on Facebook, LinkedIn, Instagram, and Twitter....

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Knowing Your Audience (And Marketing to Them)

When it comes to marketing, there are so many different recommendations on how to do it effectively. But there’s no doubt that a cornerstone of effective marketing is knowing who you are talking to and how they will listen. Only then will you be able to reach who you...

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Social Media Changes – January 2019

Things are constantly changing in the social media world. It can be hard to keep up with all of the latest features and policy changes, so we’ve made it easy for you to stay up to date by creating a monthly roundup of what’s new on Facebook, LinkedIn, Instagram, and...

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How to Add a Human Touch to Your Social Media

Are you posting another market commentary on your social media? To be sure, posting financial content, in the form of your podcasts, market commentaries, and blogs will cement you as a thought leader in the digital landscape. But if you’re only posting...

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Social Media Changes – December 2018

Things are constantly changing in the social media world. It can be hard to keep up with all of the latest features and policy changes, so we’ve made it easy for you to stay up to date by creating a monthly roundup of what’s new on Facebook, LinkedIn, Instagram, and...

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5 Ideas For Your Holiday Social Media

December is upon us! With all the festivities, events, and end-of-year planning, it can be easy to let your social media presence slip. You’re the life of the real party, who cares about Facebook! Well, your followers certainly do, and now is the perfect time to boost...

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5 Steps to Creating A Powerful Value Proposition

Businesses that fail to quickly and clearly articulate their uniqueness and value have failed at the most simple and critical business requirements—defining why you. This would appear to be the simplest of tasks, but it’s not. And for many financial advisors, it’s...

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Social Media Changes October 2018

Things are constantly changing in the social media world. It can be hard to keep up with all of the latest features and policy changes, so we’ve made it easy for you to stay up to date by creating a monthly roundup of what’s new on Facebook, LinkedIn, Instagram, and...

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National Book Month Celebration

Our Top Advisor's Marketing Podcast has had some incredible authors join us as guests. We've covered topics from marketing, practice management, and personal development. To celebrate National Book Month, we've brought together a list of some of those great authors...

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Social Media Changes – September 2018

Facebook Fact Checking As they continue to fight the spread of misinformation on their platform, Facebook has now expanded their fact-checking system to also review photos and videos in addition to written content. Using a “machine learning model,” photos and videos...

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Outsourcing Your Social Media: How it Works

Financial advisors are catching on to how beneficial it is to outsource their social media. When an advisors works with an outside marketing company, they’re paired with a social media specialist (like me!) who creates posts that captures their brand’s values,...

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Our Current Reads

At Top Advisor Marketing, we love books. Reading or listening to storytelling is by and far one of our favourite pass times. For some of us our library cards see more action than our credit cards. In the spirit of a well worn book, we've compiled a list of what...

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Social Media Changes – August 2018

Things are constantly changing in the social media world. It can be hard to keep up with all of the latest features and policy changes, so we’ve made it easy for you to stay up to date by creating a monthly roundup of what’s new on Facebook, LinkedIn, Instagram, and...

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Maximizing Your Internal Thought Leadership

Do you remember how in high school gym, your teacher would always say, “There is no I in team?” Well, he may have been on to something. It turns out we are so much smarter than just “I”. Hands down, one of the greatest gifts I have been given is my amazing team.   Do...

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3 Tips for Capturing Captivating Images

When was the last time you tried to capture that picture perfect moment, but were left with something less than desirable staring back at you from your camera screen? Photography is hard. It’s why we pay professionals so much money to capture and preserve major life...

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3 Easy Tricks to Catch Typos

Have you ever had a colleague proofread your work? It’s remarkable what a fresh set of eyes can catch—all those typos you may have missed, despite having read it over and over again. But what if you don’t have a colleague available to proofread your work? Taking a...

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Social Media Changes July 2018

When it comes to the social media world, things are constantly changing. It can be hard to keep up with all of the latest features and policy changes, so we’ve made it easy for you to stay up to date by creating a monthly roundup of what’s new on Facebook, LinkedIn,...

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The Cost of Doing Business

There are some hard facts to face when running your own business. Over the years as a business coach, I’ve been trained to spot the flaws in an advisor’s system. Whether it’s personal to the advisor, a hiring error, or structural mistake I’ve seen it all and helped...

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Marketing Using Podcasting

As an advisor, marketing may be a foreign language to you. But using the talents of your voice and a properly selected group of COI’s you can change the way you market and share your wisdom.

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Fix The Right Problem

Are you relying on the right skill set to bolster your revenue? Understanding the difference between marketing and sales will help you work hard where you need to.

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5 Advisor Growth Strategies for 2018

According to the Chinese zodiac, 2018 is the year of the dog.¹ I have no idea what that means for you or if you even care. What I do know about 2018 is that growing your practice will take a big commitment. Here are five ideas that work well when done together and in sequence.

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4 Ways Not To Suck At Marketing

Here’s a quick compilation of financial advisor concerns we’ve seen time and time again.   We’ll start with some obvious answers to the questions and later, provide some solutions.

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10 Financial Podcast Sites To Learn From

Typically, you will see blog post or article titles that read something like “Top 10 Financial Podcasts” or the like. This is a bit of a different approach in that, we thought you could learn from not only the great stuff others are doing but also from the not so great stuff they are doing.

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How DMOs Are Going To Kill IMOs

Our industry is so behind. You know this. We were ten years late getting to social media.  Advisors just now are looking at shooting video (5 years late) and we wonder why we have trouble getting eyes on our material and driving traffic to our websites? For many years IMOs and FMOs (Independent Marketing Organizations and Field Marketing Organizations) were always on the cutting edge of financial services marketing. They are about to be taken over.  DMO’s like us are going to change the whole game. DMO is Digital Marketing Organizations.

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A Letter from a Marketer to an Advisor

Dear Frank Maselli, Re: “A Letter from an Advisor to a Wholesaler” I loved it. (To other financial advisors… Please read Frank’s post here before you go any further. This won’t make sense otherwise.) To your comment: “What I need…and I’m being totally honest here…are...

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7 Expenses a Good Brand Negates

First: Some Background People refer for two reasons; 1) to be helpful, and 2) to look good. A good brand makes your clients and COIs look great. A compelling advisor brand positions you as different, better and relevant. With simple marketing your brand will inspire...

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